Financial Planning & Information Services, Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 181 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$285,709
-2.4%
11,275
-1.0%
0.05%
-1.9%
Q2 2023$292,697
-25.3%
11,389
-27.5%
0.05%
-28.9%
Q1 2023$391,850
+5.8%
15,718
+5.1%
0.08%
-3.8%
Q4 2022$370,28714,9490.08%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Alpha Financial Advisors, LLC 647,459$16,406,61310.39%
Hassell Wealth Management, LLC 543,514$12,897,5209.38%
Arista Wealth Management, LLC 914,412$23,171,2059.07%
Seaside Wealth Management, Inc. 689,077$17,461,2278.87%
BetterWealth, LLC 592,585$15,016,1016.05%
Stordahl Capital Management, Inc. 762,095$19,311,4845.84%
Leading Edge Financial Planning LLC 348,735$8,836,9665.66%
JMG Financial Group, Ltd. 4,625,156$117,201,4555.65%
VANCE WEALTH, INC. 448,473$11,364,3065.32%
Safeguard Investment Advisory Group, LLC 471,472$11,947,1085.20%
View complete list of DIMENSIONAL ETF TRUST shareholders